AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.59B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,940
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$22.1M
3
+$20.6M
4
BERY
Berry Global Group, Inc.
BERY
+$18.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.5M

Top Sells

1
+$23.6M
2
+$19.6M
3
+$13.5M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$11.5M
5
VZ icon
Verizon
VZ
+$11.1M

Sector Composition

1 Consumer Discretionary 13.73%
2 Industrials 12.71%
3 Financials 11.96%
4 Technology 10.62%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
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-63,000
1727
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-14
1728
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-23
1729
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-1,000
1730
$0 ﹤0.01%
+8
1731
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-29,660
1732
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-33
1733
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-1
1734
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0
1735
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-570
1736
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-33,330
1737
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-1
1738
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0
1739
$0 ﹤0.01%
+11
1740
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-55
1741
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-30
1742
$0 ﹤0.01%
9
-1,161
1743
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0
1744
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-10
1745
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-10
1746
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-11
1747
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-750
1748
– –
-2,436
1749
– –
-4,595
1750
– –
-1,416
67 68 69
70
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